Finance Systems Architect

• AI-Native Thinking – You’re fluent in how AI can replace manual work, and you’re learning all the time.. You use tools like GPT, Make, Zapier, N8N and custom dashboards to automate the right things, fast. You love trying new tools and aren’t intimidated by new technologies or complex data or integrations.
• Builder Mentality – You’d rather create an elegant, operationally relevant new system than retrofit an old, manual one. You enjoy solving puzzles and thrive on distilling complexity into simplicity..
• Quiet Confidence – You don’t need constant oversight. You think like an owner and take radical ownership over your domain, including building trustworthy, accurate, precise reporting that drives daily decision-making and long-term strategy.
• Clarity + Discernment – You simplify financial data so decision-makers don’t have to dig. You see patterns and remove noise. You easily discern the story the data tells and communicate that succinctly to stakeholders.
• Simplicity as Strategy – You know the power of well-constructed automation. You're not building a team—you’re building a system that doesn’t need one.

• Replace our current 4-person fractional finance team with a single, AI-augmented system that you manage.
• Build and own a real-time financial dashboard, including rolling forecasts, actuals-to-budget comparisons, and 52-week cash flow forecasting model.
• Deliver month-end reporting within 2–3 business days, including accurate EBITDA and variance insights.
• Maintain a 52-week rolling cash flow forecast, updated weekly with inputs from actuals and intelligent projections that tie back to the annual budget.
• Implement department-level real-time budget tracking, giving business leaders high visibility and accountability.
• Provide fast, intuitive financial modeling for decisions involving hiring, pricing, inventory, or capital needs, with or without AI assistance. .

• Design and implement a unified, intelligent finance system with automated data flows and AI integration
• Deliver weekly and monthly reporting with precision, context, and speed
• Deliver an annual budget for 2026 and beyond with transparent and documented assumptions that eliminate human error or unnecessary complexity, while making quarterly reforecasting fast and easy.
• Maintain a rolling 52-week cash flow forecast and track against real-time data
• Own the month-end close process (target: 2–3 business days)
• Automate real-time budget-to-actual reporting by department
• Reforecast quarterly and as-needed, with detailed assumptions
• Provide financial models for major business decisions with fast turnaround time
• Ensure clean, reconciled accounting (either in-house or via minimal external support) with documented variances
• Build and maintain a lean, modern tech stack using tools like Sage Intacct, Sage CoPilot, Expensify, Bill.com, Make, Fathom, LiveFlow, Zapier, Airtable, GPT/AI tools, and others as needed

• Demonstrated success in a finance systems, FP&A, or financial operations role with deep systems and process ownership.
• Strong technical aptitude with financial platforms, automation tools, and custom dashboards
• Expert-level fluency in AI technologies for financial use cases (e.g., GPT, agents, classification, extraction, automation)
• Experience managing or replacing multi-person finance functions with smart automation and system design
• Proficiency in creating models, forecasts, and real-time dashboards
• Excellent communicator and partner to executive leadership
• Strong sense of personal responsibility, discipline, and commitment to excellence.

• Education: Bachelor’s degree preferred.

• Physical and Mental: The physical demands described here are representative of those that an employee must meet to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job responsibilities.

• While performing the duties of this job, the employee is occasionally required to stand; walk; sit for extended periods of time; use hands to touch, handle, or feel objects, tools, or controls; reach with hands and arms; climb stairs; balance; stoop, bend, crouch; talk or hear. The employee must occasionally lift and/or move up to 30 pounds. Repetitive motion of the upper body. Required specific vision abilities include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
• While performing the duties of this job, the employee must be able to work in a fast-paced, sometimes stressful, customer service-oriented environment, perform duties under pressure, and meet deadlines in a timely manner. The employee must also work as part of a team, complete assignments independently, and take instructions from managers.
• Employees must be free from chemical dependency. Employees must demonstrate sustained mental and emotional stability in order to maintain safe boundaries with and for clients.

• Lighting and Conditions: The worker works in a well-lit, ventilated, and climate-controlled office or housing environment where routine cleaning equipment is used; some equipment has moving mechanical parts. The worker may occasionally be exposed to outside weather conditions, such as hot, cold, wet, and/or humid conditions. The worker may also experience occasional exposure to fumes or airborne particles and chemicals, flammables, pesticides, etc.
• Noise: The noise level is typical for a professional office environment.

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